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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,505 | $148,582-77.5% | $135,942-75.4% | $139,456-76.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 19.94% | 79.26%-59.3pp | 68.28%-48.3pp | 373.45%-353.5pp |
| Employer contribution / active EE | $1,846 | $5,245-64.8% | $4,858-62.0% | $4,753-61.2% |
| Participant deferral / active EE | $4,179 | $8,101-48.4% | $7,759-46.1% | $6,711-37.7% |
| Admin fee / account holder | $1,746 | $12,402-85.9% | $10,764-83.8% | $11,407-84.7% |